European high yield – enough meat on the bones

Emerged as relative winners in the fixed-income segment – and we believe they can still deliver

Capitalizing on infrastructure opportunities

By: Björn Jesch

With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.

Tales of the Unexpected

Inflation looks set to remain quite sticky, with more interest rate hikes to come. This makes for a rather challenging environment for many risky assets.

One January doesn’t make a December

Investors began the year in quite a relaxed mood and there are some good reasons for that. But it would be premature to be too confident about the prospects for the year as a whole.

Of Bund yields and paradigm shifts

In 2023, occasionally looking at an issue through pre-2010 paradigms might be quite helpful. Yields on German government bonds are a case in point.

The redeeming qualities of global real estate

By: Björn Jesch

With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.